Notícias

The Morning Bull - US Market Morning Update Monday, Aug, 10 2026 US stock futures are pointing higher this morning, with the S&P 500 contracts up around 0.6%, as investors weigh softer US jobs data against falling bond yields and cooler inflation expectations. July nonfarm payrolls showed a small job loss of 23,000 and weaker wage growth, which signals a slowing job market and less pressure from pay rises. At the same time, the 10 year Treasury yield has dropped to about 4.60% and one year...

U.S. stock futures are showing modest gains heading into Monday morning as Wall Street digests a strong weekly performance while tracking high-stakes diplomatic maneuvering in the Middle East. The Polygon-based (CRYPTO: POL) Polymarket crowd is leaning bullish for the Aug....

J.P. Morgan raised its year-end target for the S&P 500 index to 8,000 from 7,800 on Monday, citing ‌prospects of solid corporate earnings and rising confidence that AI ‌investments by large hyperscalers would drive faster revenue growth. The new target implies about 3.1% upside ​from the index's last close of 7,757.64 and adds to a growing wave of bullish calls, with at least seven brokerages now expecting the benchmark to reach the 8,000 level by 2026-end. "As elevated backlogs convert into recognized revenue, ‌cloud growth should remain ⁠well supported, helping validate rising AI capex, strengthen order coverage, and further ease ROIC (return on invested capital) concerns," J.P. ⁠Morgan analysts said.

Alphabet Inc. (NASDAQ:GOOG) (NASDAQ:GOOGL) and Amazon.com, Inc. (NASDAQ:AMZN) are responsible for a large share of the S&P 500’s second-quarter earnings growth, a concentration highlighted by investor Ross Gerber using FactSet (NYSE:FDS) data. Alphabet, Amazon Drive 71% of Earnings Increase Gerber highlighted FactSet data cited by the Wall Street Journal showing that Alphabet and Amazon account for about 71% of the dollar increase in S&P 500 blended earnings since July. ‘Alphabet and Amazon alon

Asia stocks climbed Monday as September Fed hike odds fell to 44%. Wednesday's CPI report is the week's biggest risk.

All three benchmark indexes closed last week higher, notching best weekly gains since April.

Multiple market indicators are issuing warning signals right now, but history still has good news.

The S&P 500 (^GSPC) is home to the biggest and most well-known companies in the market, making it a go-to index for investors seeking stability. But not all large-cap stocks are created equal - some are struggling with slowing growth, declining margins, or increased competition.

Whether it be online shopping or social media, secular forces are propelling consumer internet businesses forward. But it’s not all sunshine and rainbows as consumer purchasing power can make or break demand. This unpredictability is weighing on the industry as its 7.6% return over the past six months has fallen short of the S&P 500’s 11.7% gain.

While the S&P 500 (^GSPC) includes industry leaders, not every stock in the index is a winner. Some companies are past their prime, weighed down by poor execution, weak financials, or structural headwinds.

Workday has been treading water for the past six months, holding steady at $163.56. The stock also fell short of the S&P 500’s 11.7% gain during that period.

With earnings season progressing, some 86% of S&P 500 companies have reported a positive profit-per-share surprise for the quarter, which is above the five-year average of 78%, according to John Butters, a senior earnings analyst from FactSet. S&P 500 companies are exceeding their earning per share estimates for the second quarter by 29.2% in aggregate, which is above the five-year average of 7%, FactSet found. The blended earnings growth rate for the quarter, which includes actual earnings and estimates for the index constituents is 50.4%, the highest growth rate since the second quarter 2021's 91.6%.

Trustmark has followed the market’s trajectory closely, rising in tandem with the S&P 500 over the past six months. The stock has climbed by 8.4% to $48.43 per share while the index has gained 11.7%.

Although UiPath (currently trading at $13.59 per share) has gained 5.4% over the last six months, it has trailed the S&P 500’s 11.7% return during that period. This may have investors wondering how to approach the situation.

Paychex’s 21% return over the past six months has outpaced the S&P 500 by 9.3%, and its stock price has climbed to $119.23 per share. This was partly due to its solid quarterly results, and the performance may have investors wondering how to approach the situation.

MongoDB has followed the market’s trajectory closely, rising in tandem with the S&P 500 over the past six months. The stock has climbed by 8.6% to $374 per share while the index has gained 11.7%.

Hub Group trades at $47.48 and has moved in lockstep with the market. Its shares have returned 13.2% over the last six months while the S&P 500 has gained 11.7%.

Over the past six months, Lincoln Electric’s shares (currently trading at $279.29) have posted a disappointing 6.6% loss, well below the S&P 500’s 11.7% gain. This might have investors contemplating their next move.

Over the past six months, BGC has been a great trade, beating the S&P 500 by 7.1%. Its stock price has climbed to $10.64, representing a healthy 18.7% increase. This was partly due to its solid quarterly results, and the performance may have investors wondering how to approach the situation.

Since February 2026, Fortive has been in a holding pattern, posting a small return of 1.6% while floating around $61.09. The stock also fell short of the S&P 500’s 11.7% gain during that period.

Carlisle currently trades at $386.55 per share and has shown little upside over the past six months, posting a small loss of 4.3%. The stock also fell short of the S&P 500’s 11.7% gain during that period.

Is AI the biggest risk to global markets? Here is what the S&P 500 concentration actually reveals right now.

Economic news this week will include data on consumer and producer prices, existing-home sales, and small-business optimism. As earnings season winds down, we’ll see results from Simon Property, Applied Materials, Cava, and more.

It might be easier than you think, especially if you start now.

Usana's second-quarter report arrived with some worrying news for investors.

Gartner's latest quarterly report has investors reassessing the stock.

VFIAX is one of the most popular ways Americans own the S&P 500, but two hidden costs quietly make it the wrong choice for millions of investors, and Vanguard already sells the fix.

VNQ delivered stronger recent returns, while VNQI offers a higher dividend yield and broader geographic diversification across 30-plus countries.

The S&P 500 has printed 25 record highs in 2026, and two stocks you might not expect are doing most of the heavy lifting. But history has a specific warning for investors who assume fresh highs mean smooth sailing ahead.

Prof G argues there's "no way" they can "justify" their valuation.